Wells Fargo & Company
WFC- 交易所
- NYSE
- 產業
- National Commercial Banks
- SEC CIK
- 0000072971
近 90 天，Wells Fargo & Company 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 2,883 家機構在 13F 申報持有，市值合計 $1,931 億；Oakmark（Harris Associates）、每日期刊等 5 位大師持有。
2025 年第 1 季 13F 持有人
Wells Fargo & Company 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,559
- 較 2024 年第 4 季 +38 家
- 持有股數
- 25.2 億
- 較 2024 年第 4 季 +1,951 萬 (+0.8%)
- 總市值
- $1,808 億
- 較 2024 年第 4 季 +$50.7 億 (+2.9%)
- 新進機構
- 191
- 另有 981 家加碼
- 清倉機構
- 153
- 另有 1,006 家減碼
另有 42 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 WFC 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,883 | $1,931 億 |
| 2026 年第 1 季 | 2,828 | $1,840 億 |
| 2025 年第 4 季 | 2,911 | $2,239 億 |
| 2025 年第 3 季 | 2,664 | $2,003 億 |
| 2025 年第 2 季 | 2,634 | $1,992 億 |
| 2025 年第 1 季 | 2,560 | $1,808 億 |
| 2024 年第 4 季 | 2,564 | $1,775 億 |
| 2024 年第 3 季 | 2,248 | $1,428 億 |
| 2024 年第 2 季 | 2,264 | $1,528 億 |
| 2024 年第 1 季 | 2,205 | $1,548 億 |
| 2023 年第 4 季 | 2,154 | $1,334 億 |
| 2023 年第 3 季 | 1,976 | $1,101 億 |
| 2023 年第 2 季 | 1,996 | $1,154 億 |
| 2023 年第 1 季 | 1,993 | $1,036 億 |
| 2022 年第 4 季 | 2,070 | $1,164 億 |
| 2022 年第 3 季 | 1,963 | $1,130 億 |
| 2022 年第 2 季 | 1,997 | $1,087 億 |
| 2022 年第 1 季 | 2,144 | $1,338 億 |
| 2021 年第 4 季 | 2,079 | $1,351 億 |
| 2021 年第 3 季 | 1,913 | $1,342 億 |
| 2021 年第 2 季 | 1,935 | $1,333 億 |
| 2021 年第 1 季 | 1,877 | $1,134 億 |
2025 年第 1 季持有機構
每家機構持有 Wells Fargo & Company 的股數、市值與佔組合比重；股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Gallagher Capital Advisors, LLC | 5,733 | $41.2 萬 | 0.31% | −21−0.4% | 減碼 |
| Mezzasalma Advisors, LLC | 5,743 | $41.2 萬 | 0.14% | −64−1.1% | 減碼 |
| Peak Planning Group, LLC | 5,744 | $41.2 萬 | 0.17% | +202+3.6% | 加碼 |
| Parsons Capital Management Inc | 5,754 | $41.3 萬 | 0.02% | −177−3.0% | 減碼 |
| Novem Group | 5,768 | $41.4 萬 | 0.06% | +2,692+87.5% | 加碼 |
| Indiana Trust & Investment Management CO | 5,780 | $41.5 萬 | 0.15% | 00.0% | 不變 |
| Abacus Planning Group, Inc. | 5,787 | $41.5 萬 | 0.07% | +713+14.1% | 加碼 |
| PFC Capital Group, Inc. | 5,826 | $41.8 萬 | 0.21% | +276+5.0% | 加碼 |
| Verus Capital Partners, LLC | 5,832 | $41.9 萬 | 0.04% | −572−8.9% | 減碼 |
| 180 Wealth Advisors, LLC | 5,836 | $41.9 萬 | 0.07% | 00.0% | 不變 |
| Signal Advisors Wealth, LLC | 5,871 | $42.1 萬 | 0.04% | +950+19.3% | 加碼 |
| Searle & Co. | 5,887 | $42.3 萬 | 0.12% | 00.0% | 不變 |
| Arrow Financial Corp | 5,899 | $42.3 萬 | 0.05% | −84−1.4% | 減碼 |
| Pioneer Trust Bank N A | 5,900 | $42.4 萬 | 0.11% | 00.0% | 不變 |
| Fruth Investment Management | 5,918 | $42.4 萬 | 0.12% | 00.0% | 不變 |
| Maven Securities LTD | 5,909 | $42.4 萬 | 0.09% | +5,909 | 新進 |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 5,911 | $42.4 萬 | 0.34% | +5,911 | 新進 |
| Marex Group plc | 5,930 | $42.6 萬 | 0.01% | −10,938−64.8% | 減碼 |
| Stiles Financial Services Inc | 5,933 | $42.6 萬 | 0.16% | +29+0.5% | 加碼 |
| Allegheny Financial Group LTD | 5,948 | $42.7 萬 | 0.11% | −399−6.3% | 減碼 |
| Univest Financial Corp | 5,968 | $42.8 萬 | 0.03% | −126−2.1% | 減碼 |
| Sterneck Capital Management, LLC | 5,996 | $43.0 萬 | 0.23% | −1,200−16.7% | 減碼 |
| MBL Wealth, LLC | 6,006 | $43.1 萬 | 0.04% | +1,568+35.3% | 加碼 |
| Annex Advisory Services, LLC | 6,008 | $43.1 萬 | 0.01% | +1,007+20.1% | 加碼 |
| Colonial Trust Co | 6,011 | $43.2 萬 | 0.07% | −467−7.2% | 減碼 |
| Silverlake Wealth Management LLC | 6,024 | $43.2 萬 | 0.17% | −10.0% | 減碼 |
| First National Bank of Hutchinson | 6,029 | $43.3 萬 | 0.29% | 00.0% | 不變 |
| Cable Hill Partners, LLC | 6,103 | $43.3 萬 | 0.04% | +15+0.2% | 加碼 |
| APCM Wealth Management for Individuals | 6,040 | $43.4 萬 | 0.07% | −244−3.9% | 減碼 |
| Silvia McColl Wealth Management, LLC | 6,047 | $43.4 萬 | 0.33% | +20.0% | 加碼 |
| Hardy Reed LLC | 6,048 | $43.4 萬 | 0.04% | +484+8.7% | 加碼 |
| Duncker Streett & Co Inc | 6,056 | $43.5 萬 | 0.09% | +7+0.1% | 加碼 |
| Hohimer Wealth Management, LLC | 6,069 | $43.6 萬 | 0.08% | +946+18.5% | 加碼 |
| Family Firm, Inc. | 6,080 | $43.6 萬 | 0.10% | −179−2.9% | 減碼 |
| Westhampton Capital, LLC | 6,090 | $43.7 萬 | 0.24% | −400−6.2% | 減碼 |
| Stokes Family Office, LLC | 6,092 | $43.7 萬 | 0.05% | −7,375−54.8% | 減碼 |
| Key Client Fiduciary Advisors, LLC | 6,128 | $44.0 萬 | 0.20% | −79−1.3% | 減碼 |
| Intrua Financial, LLC | 6,137 | $44.1 萬 | 0.07% | −964−13.6% | 減碼 |
| Morris Financial Concepts, Inc. | 6,145 | $44.1 萬 | 0.19% | −161−2.6% | 減碼 |
| Cascade Financial Partners, LLC | 6,151 | $44.2 萬 | 0.06% | +400+7.0% | 加碼 |
| WoodTrust Financial Corp | 6,160 | $44.2 萬 | 0.06% | −178−2.8% | 減碼 |
| Secure Asset Management, LLC | 6,166 | $44.3 萬 | 0.09% | +1,099+21.7% | 加碼 |
| First National Bank & Trust Co of Newtown | 6,178 | $44.4 萬 | 0.09% | 00.0% | 不變 |
| Chilton Capital Management LLC | 6,188 | $44.4 萬 | 0.02% | −400−6.1% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 6,193 | $44.5 萬 | 0.13% | −39,684−86.5% | 減碼 |
| SwitchPoint Financial Planning, LLC | 6,196 | $44.5 萬 | 0.42% | +6,196 | 新進 |
| First Citizens Financial Corp | 6,198 | $44.5 萬 | 0.25% | 00.0% | 不變 |
| MSH Capital Advisors LLC | 6,198 | $44.5 萬 | 0.14% | +410+7.1% | 加碼 |
| Nichols & Pratt Advisers LLP | 6,200 | $44.5 萬 | 0.03% | 00.0% | 不變 |
| Wealth Preservation Advisors, LLC | 6,200 | $44.5 萬 | 0.32% | +6,200 | 新進 |
| West Oak Capital, LLC | 6,200 | $44.5 萬 | 0.17% | −500−7.5% | 減碼 |
| Heritage Investment Group, Inc. | 6,205 | $44.5 萬 | 0.08% | 00.0% | 不變 |
| Titleist Asset Management, LLC | 6,207 | $44.6 萬 | 0.05% | −563−8.3% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 6,222 | $44.7 萬 | 0.06% | +16+0.3% | 加碼 |
| Oakworth Capital, Inc. | 6,228 | $44.7 萬 | 0.03% | 00.0% | 不變 |
| Legacy Bridge, LLC | 6,229 | $44.7 萬 | 0.25% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 6,250 | $44.9 萬 | 0.01% | 00.0% | 不變 |
| SPC Financial, Inc. | 6,250 | $44.9 萬 | 0.04% | +151+2.5% | 加碼 |
| Boyd Watterson Asset Management LLC | 6,250 | $44.9 萬 | 0.14% | +1,959+45.7% | 加碼 |
| Fortress Financial Group, LLC | 6,276 | $45.1 萬 | 0.45% | +15+0.2% | 加碼 |
| Lakeridge Wealth Management LLC | 6,286 | $45.1 萬 | 0.23% | +119+1.9% | 加碼 |
| Front Row Advisors LLC | 6,293 | $45.2 萬 | 0.17% | 00.0% | 不變 |
| Evernest Financial Advisors, LLC | 6,304 | $45.3 萬 | 0.16% | +963+18.0% | 加碼 |
| Zullo Investment Group, Inc. | 6,327 | $45.4 萬 | 0.19% | +147+2.4% | 加碼 |
| M3 Advisory Group, LLC | 6,352 | $45.6 萬 | 0.36% | +200+3.3% | 加碼 |
| Richard W. Paul & Associates, LLC | 6,382 | $45.8 萬 | 0.18% | −58−0.9% | 減碼 |
| Redwood Investment Management, LLC | 6,397 | $45.9 萬 | 0.05% | +6,397 | 新進 |
| Campion Asset Management LLC | 6,405 | $46.0 萬 | 0.36% | −1,010−13.6% | 減碼 |
| Founders Financial Alliance, LLC | 6,421 | $46.1 萬 | 0.11% | −514−7.4% | 減碼 |
| TBH Global Asset Management, LLC | 6,436 | $46.2 萬 | 0.09% | +225+3.6% | 加碼 |
| Traphagen Investment Advisors LLC | 6,448 | $46.3 萬 | 0.05% | +538+9.1% | 加碼 |
| Lincoln Capital LLC | 7,012 | $46.4 萬 | 0.10% | +10.0% | 加碼 |
| ASB Consultores, LLC | 6,473 | $46.5 萬 | 0.30% | −5,157−44.3% | 減碼 |
| Axis Wealth Partners, LLC | 6,477 | $46.5 萬 | 0.34% | +10+0.2% | 加碼 |
| Michael A. Dubis Financial Planning, LLC | 6,492 | $46.6 萬 | 0.45% | 00.0% | 不變 |
| Sawgrass Asset Management LLC | 6,493 | $46.6 萬 | 0.06% | +6,493 | 新進 |
| RD Lewis Holdings, Inc. | 6,318 | $46.6 萬 | 0.53% | +350+5.9% | 加碼 |
| Alpha Advisors, LLC | 6,496 | $46.6 萬 | 0.41% | +164+2.6% | 加碼 |
| Keystone Financial Group | 6,500 | $46.7 萬 | 0.05% | −1,022−13.6% | 減碼 |
| BCJ Capital Management, LLC | 6,545 | $47.0 萬 | 0.03% | +6,545 | 新進 |
| Mengis Capital Management, Inc. | 6,564 | $47.1 萬 | 0.10% | +50+0.8% | 加碼 |
| CVA Family Office, LLC | 6,571 | $47.2 萬 | 0.07% | +602+10.1% | 加碼 |
| Peak Retirement Planning, Inc. | 6,587 | $47.3 萬 | 0.26% | +6,587 | 新進 |
| Lynch & Associates | 6,594 | $47.3 萬 | 0.10% | −12−0.2% | 減碼 |
| Simmons Bank | 6,601 | $47.4 萬 | 0.04% | −100−1.5% | 減碼 |
| Canopy Partners, LLC | 6,619 | $47.5 萬 | 0.19% | +88+1.3% | 加碼 |
| Western Pacific Wealth Management, LP | 6,626 | $47.6 萬 | 0.43% | −1,945−22.7% | 減碼 |
| Spartan Planning & Wealth Management | 6,630 | $47.6 萬 | 0.46% | +578+9.6% | 加碼 |
| Advisor OS, LLC | 6,632 | $47.6 萬 | 0.05% | −996−13.1% | 減碼 |
| Belmont Capital, LLC | 6,638 | $47.7 萬 | 0.09% | −52−0.8% | 減碼 |
| Advyzon Investment Management, LLC | 6,639 | $47.7 萬 | 0.17% | −902−12.0% | 減碼 |
| Main Street Financial Solutions, LLC | 6,640 | $47.7 萬 | 0.04% | −3,146−32.1% | 減碼 |
| ISAM Funds (UK) Ltd | 6,670 | $47.9 萬 | 0.24% | −2,189−24.7% | 減碼 |
| First Fiduciary Investment Counsel, Inc. | 6,670 | $47.9 萬 | 0.10% | 00.0% | 不變 |
| Thompson Investment Management, Inc. | 6,677 | $47.9 萬 | 0.07% | −335−4.8% | 減碼 |
| LRI Investments, LLC | 6,690 | $48.0 萬 | 0.05% | −246−3.5% | 減碼 |
| Tucker Asset Management LLC | 6,693 | $48.0 萬 | 0.16% | −1,744−20.7% | 減碼 |
| North Berkeley Wealth Management, LLC | 6,697 | $48.1 萬 | 0.50% | −595−8.2% | 減碼 |
| Traynor Capital Management, Inc. | 6,698 | $48.1 萬 | 0.04% | +3,474+107.8% | 加碼 |
| Confluence Wealth Services, Inc. | 7,090 | $48.2 萬 | 0.03% | −60−0.8% | 減碼 |